American Economic Planning Group’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

American Economic Planning Group’s Portfolio JPEM Stock Details JPEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$2.11M	Buy	40,052 +2,940	+8%	+$158K	0.58%	18
2019 Q2	$2.06M	Sell	37,112 -645	-2%	-$35.1K	0.62%	16
2019 Q1	$2.05M	Buy	37,757 +14,659	+63%	+$788K	0.64%	15
2018 Q4	$1.17M	Buy	23,098 +801	+4%	+$41.3K	0.38%	26
2018 Q3	$1.21M	Buy	22,297 +591	+3%	+$32.2K	0.43%	24
2018 Q2	$1.17M	Buy	21,706 +616	+3%	+$35.6K	0.43%	24
2018 Q1	$1.28M	Buy	+21,090	New	+$1.29M	0.47%	21

Other funds holding JPEM

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

American Economic Planning Group's JPEM Position: Q3 2019 in Review

American Economic Planning Group increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 7.9% in Q3 2019, buying an estimated $158K and bringing the position to 40,052 shares worth $2.11M. The position accounts for 0.58% of the portfolio, ranked #18.

American Economic Planning Group first reported a position in JPEM in Q1 2018 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold JPEM as of Q3 2019.

American Economic Planning Group held 40,052 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $2.11M as of Q3 2019.
American Economic Planning Group bought 2,940 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2019, an estimated $158K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.58% of American Economic Planning Group's portfolio in Q3 2019, its #18 holding.
American Economic Planning Group first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q1 2018 and has held it in 7 quarters since.
69 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.